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Added 14 mins ago
Customer Experience Associate - Avenue Road & Cranbrooke, Toronto, ON (18.75 hours/week)
Scotiabank
Toronto, ON · North York, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 14 mins ago
Customer Experience Associate - Minto, NB (30 Hours / Week) 1 Year Contract
Scotiabank
Minto, NB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 14 mins ago
Customer Experience Associate - Tatamagouche, NS (15 Hours / Week)
Scotiabank
Tatamagouche, NS
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 14 mins ago
Customer Experience Associate - Nobleton Branch (18.75 hours/week)
Scotiabank
Nobleton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 44 mins ago
Seasonal Sales Associate-Retail
Roots
Winnipeg, MB
…authentic connections and creating memorable experiences for every customer. We are looking for individuals who enjoy connecting with customers, act with integrity, embrace the freedom to…
Added 44 mins ago
SALES ASSOCIATE
Boutique La Vie En Rose
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You listen to customers’ needs to provide exceptional customer service;
Added 44 mins ago
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Project Sales Associate
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- Full-time
Ability to quickly develop a trusting relationship with new customers, and build rapport with existing customers by providing quality customer service and maintaining service standards
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FT
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Assistant Front Store Manager, Hourly Full Time Flexible Shifts
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Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
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Sales Associate-Retail
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Toronto, ON · Etobicoke, ON
…authentic connections and creating memorable experiences for every customer. We are looking for individuals who enjoy connecting with customers, act with integrity, embrace the freedom to…
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Sales Manager
Talent Acquisition/Human Resources, The Aaron's Family of Companies
Calgary, AB
…retail industry, known for quality brand names and superior customer service. We provide our team members with the opportunity to reach their full potential in a team-oriented, high-energy,…
Added 1 hour ago
SALES ASSOCIATE
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You listen to customers’ needs to provide exceptional customer service;
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Personal Banking Associate
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- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Brantford, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 1 hour ago
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As a Print & Services Supervisor at Staples, you will lead a team to provide exceptional customer experiences, drive sales, and maintain operational excellence. Your passion for the…
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Added 2 hours ago
Customer Experience Associate - Sechelt BC (22.5hrs/week)
Scotiabank
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Added 2 hours ago
Seasonal Retail Sales Associate, Londonderry Mall
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Build great customer experiences that keep customers coming back to our stores
Added 2 hours ago
CC
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- Part-time
Experience in sales and customer service preferred.
Added 2 hours ago
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Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Amherstburg, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
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…will be employees of the franchisee. No employment or similar relationship will be created between the applicant and Loblaws Inc. or its…

CIBC

Associate Financial Advisor

Brantford, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 2, 2026
Experience: You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
Posting language: English
Posted: Oct 26, 2026

Original job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you’ll succeed

Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Brantford-Lynden Park Mall

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Relations, Client Service, Customer Experience (CX), Digital Literacy, Educational Savings Plans, Financial Goals, Financial Products, Financial Services, Goal Planning, Group Problem Solving, Investments, Outbound Calls, Personal Investments, Regulatory Requirements, Results-Oriented, Retirement Planning, Retirement Planning Services

Apply About employer

More about this job

Responsibilities

You will manage a portfolio of mortgage clients while providing personalized financial advice and solutions to meet their personal and small business needs. Additionally, you will engage in business development and networking activities to grow the client base and deepen existing relationships.

Requirements

You must have 2–3 years of experience in providing financial advice and achieving sales results. A valid Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and eligibility for CIRO-MFD licensing are required.

Skills

Financial advice
Sales results
Client engagement
Relationship building
Business development
Networking
Financial planning
Retail banking
Mortgage management
Technology proficiency
Critical thinking
Communication
Customer service
Portfolio management
Mutual funds

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Personal Banking
Business Banking
Mortgage
Mutual Funds License
Canadian Securities Course
Investment Funds in Canada
CIRO-MFD
CFSA
Financial Planning
Business Development
Networking
Retail Banking
Mobile Banking
Sales
Portfolio Management
Credit
Investments
Banking Centre

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